+514.0%
NOW vs GM
+205.9%
+308.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +0.3% | -0.2% | +0.5% | +0.3% |
| 30D | -27.0% | +3.6% | -30.5% | -28.2% |
| 3M | -19.6% | -0.2% | -19.4% | -20.2% |
| 6M | +17.5% | +13.9% | +3.5% | +12.2% |
| YTD | -33.3% | +6.5% | -39.7% | -35.6% |
| 1Y | -39.8% | +20.7% | -60.5% | -44.1% |
| 3Y | -19.9% | +229.5% | -249.4% | -47.3% |
| 5Y | -26.1% | +41.5% | -67.6% | -39.5% |
| All | +514.0% | +205.9% | +308.1% | +299.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling